Collaboration Hub simplifies and secures project collaboration by keeping all communication, updates, and files in one place—no Salesforce access needed. Use it to centralize conversations, share project access with customers and vendors, tag teammates for accountability, store files in context, and set clear collaboration norms upfront.
If you’ve ever been buried in email threads, hunting for updates, or wondering who’s doing what on a project—you’re not alone. Collaboration gets chaotic fast, especially when internal teams, customers, and vendors are all involved.
That’s why we created Collaboration Hub—a simple, secure space to bring everything (and everyone) together, regardless of Salesforce access. It keeps your team in sync, your projects on track, and your customers in the loop, without all the back-and-forth.
Here are five easy ways to get even more out of Collaboration Hub and deliver faster, smoother projects.
Why it matters: When updates live across emails, Slack, spreadsheets, and chat threads, things slip through the cracks. People get left out, information quickly becomes outdated, and someone always ends up stitching everything back together. It wastes time and creates confusion.
What to do: Use one place—like Collaboration Hub—to manage conversations, updates, and files. Everything stays tied to the project work, so your team always knows where to find it.
The result: Less miscommunication. Fewer meetings. Faster progress. Your team hits goals sooner, customers see value faster, and everyone stays aligned.
Why it matters: When external stakeholders can’t see what’s going on, your team ends up fielding constant questions, sending manual updates, and managing info across too many places. It slows things down and makes it harder to hold anyone accountable.
What to do: Give customers, vendors, or partners secure access to Collaboration Hub. They can view timelines, assigned tasks, and real-time updates—all in one centralized, secure space that protects your data and keeps everything compliant.
The result: Everyone stays aligned, engaged, and accountable, without the extra chasing or security concerns.
Why it matters: People miss things—especially when updates are buried in long threads or scattered across tools. That’s when deadlines slip, tasks fall through the cracks, and teams end up scrambling to catch up. Clear, timely communication is what keeps work moving.
What to do: Tag teammates and customers when their attention is needed, and subscribe them to tasks so they’re auto-notified of any changes. Everyone gets the right information at the right time.
The result: Fewer dropped balls. More accountability. Way less chaos—which means projects move faster, teams work more efficiently, and employees spend less time chasing updates and more time getting work done.
Why it matters: Searching through inboxes or chat threads for the latest version of a doc? No thanks. Not only is it frustrating and time-consuming, it also increases the risk of using outdated or incorrect information. Scattered file storage can lead to version control issues, missed details, and even compliance risks if sensitive data isn’t handled properly.
What to do: Upload files directly to project tasks or comments in Collaboration Hub. With everything in one secure, centralized place, your team and stakeholders always have access to the most up-to-date version, right where they need it.
The result: Easier access, smoother workflows, and fewer follow-ups down the line, all while keeping your data protected and your process compliant.
Why it matters: Even the best tools won’t help if no one knows how—or when—to use them. Without clear expectations, internal teams fall back on scattered updates and siloed workflows, while external stakeholders may rely on emails or request constant status meetings. That disconnect leads to confusion, delays, and extra work for everyone involved. Setting collaboration norms up front such as where to find updates, how to communicate, and who’s responsible for what keeps both your team and your partners aligned from day one.
What to do: At the start of each project, set clear expectations: where updates will be shared, how to communicate, and who’s responsible for what. Share our internal user guide with your team, and the external version with stakeholders to get everyone on the same page from the beginning.
The result: Everyone stays aligned and engaged from day one—leading to smoother collaboration, stronger accountability, and better project outcomes.
Already using Collaboration Hub? Let’s make sure you’re getting the most out of it. Even small changes can drive big impact—faster communication, better customer visibility, and more efficient teamwork.
Check out our support article for more best practices, or reach out to your CSM to walk through optimization tips tailored to your team.
Not yet using Collaboration Hub? See it in action in this webinar and book a demo.
